How big is ANZU Partners, LLC's plan?

ANZU Partners, LLC's plan reported $5.4M in assets and 52 participants for 2024.

Original filing (PDF)20250820151823NAL0003432161001

ANZU Partners, LLC

Name: ANZU Partners, LLC — ANZU Partners 401(k) Plan, Form 5500 (2024)
Creator: ANZU Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANZU Partners 401(k) Plan

401(k) retirement plan · ANZU Partners, LLC's ANZU Partners 401(k) Plan held $5.4M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Rosemary Dean signed ANZU Partners, LLC's 2024 Form 5500 as plan administrator.

Rosemary Dean — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ANZU Partners, LLC's EIN is 47-1941576.

EIN 47-1941576

Plan number 001

Plan year 2024

ACK ID 20250820151823NAL0003432161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ANZU Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ANZU Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANZU PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ANZU PARTNERS, LLC

EIN

all filings

Address

12610 RACE TRACK ROAD · SUITE 250 · TAMPA, FL · 33626

Phone

(202) 271-4048

Industry

Management of Companies / Holdings

Plan administrator